Advisers on the Move

Track the latest teams of advisers and brokers who are changing firms and view recruiting activity at wirehouses, regional brokerages, RIAs and independent broker-dealers.

For production and additional details, click on adviser(s) name for full profile.

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Amy SachsSteward Partners Global AdvisoryMorgan Stanley Wealth Management$9102-17-2016
Bridget Weatherly, Tom McCormick, Philip Pela, Hal Kaigler Benjamin F. Edwards & Co.Wells Fargo Advisors$002-17-2016
Angela WolfeBenjamin F. Edwards & Co.Edward Jones$002-17-2016
Howell TaylorBenjamin F. Edwards & Co.Wells Fargo Advisors$002-17-2016
Mary Schulte, Thomas Cleland, Randy Sidio, Maurice MathyBenjamin F. Edwards & Co.Morgan Stanley Wealth Management$002-17-2016
Rick FabyBenjamin F. Edwards & Co.Ameriprise Financial$002-17-2016
Christopher Coulter, Bill FerryBenjamin F. Edwards & Co.Oppenheimer$002-17-2016
Philip Fogli Sr., Philip Fogli Jr., Marcos Lopez, David Marcinowski, Joshua WalkerLPL FinancialGeneos Wealth Management$33502-16-2016
Walter G. BouchardCommonwealth Financial NetworkLPL Financial$6002-16-2016
Sheila JamisonVoya Financial AdvisorsInvestors Capital$7902-16-2016
Bob RossiSecurities AmericaFSC Securities$22502-15-2016
David Atallah, Mike CassaMorgan Stanley Wealth ManagementCredit Suisse Wealth Services$002-15-2016
Allyson TrantumLPL FinancialEdward Jones$6002-12-2016
Bob Rittel, Elizabeth MahoneyStratos Wealth PartnersWells Fargo Advisors$20002-10-2016
Kevin Mccoy IILPL FinancialBBVA Securities$6002-09-2016
Isaac KimGolden State Wealth ManagementMorgan Stanley Wealth Management$002-06-2016
John CameronD.A. Davidson & Co.Umpqua Bank$25002-04-2016
Scott Edwards, George Kursar, Michael OcchiutoRBC Wealth ManagementJefferies$002-02-2016
Brian Jack, Matt FigueroaPinnacle Peak AdvisorsAmeriprise Financial$20002-01-2016
David N. Tinsley, George E. Vogel, Daniel C. TinsleyCommonwealth Financial NetworkMetLife Securities$22502-01-2016
Eduardo Robson, Daniel AymerichBolton Global CapitalBank of America Merrill Lynch$18002-01-2016
Kathleen M. Thomas, Tammy Symons, Jayne Veilleux, Stephen Coopersmith, Lisa Morgan, Elizabeth Hellard, Jeanne CaitoRaymond JamesAmeriprise Financial$15002-01-2016
Frank MartinLPL FinancialRaymond James$7001-29-2016
Christopher Cotterell, Ryan OatesLPL FinancialInfinex Investments$13101-29-2016
Jacob ChaparroLPL FinancialTD Wealth Management Services$50501-27-2016
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Disclaimer: The moves in this database come from a number of sources: InvestmentNews and other media reports, press releases, and direct submissions that have been reviewed by InvestmentNews. Any corrections, updates or clarifications should be e-mailed directly to the IN staff.